Tech Stocks Mein Giraavat, Trump Administration Ka Naya Faisla
Aaj tech stocks mein jabardast giraavat dekhne ko mili, khaaskar jab Nvidia Corp. aur Advanced Micro Devices Inc. ne yeh khabar di ki President Donald Trump ki administration ne China ko chips export karne par rok laga di hai. ASML Holding NV ki disappointing earnings report ne bhi aag mein ghee ka kaam kiya.
Market Mein Mandi, Investors Preshan
New York mein subah 11:15 baje tak, S&P 500 Index 1.03% gir gaya, jabki Nasdaq 100 Index 1.84% niche aa gaya. Nvidia ke shares 7% tak gir gaye, kyunki company ne $5.5 billion ka nuksan hone ki chetavni di hai. AMD ke shares bhi 6.33% tak gir gaye, aur unhe $800 million tak ka nuksan ho sakta hai. ASML ke shares mein bhi 5.37% ki giraavat dekhi gayi. Philadelphia Stock Exchange Semiconductor Index 3.72% neeche aa gaya.
China Ke Saath Tech Jung, White House Ka Naya Kadam?
Wedbush Securities ke senior equity research analyst Dan Ives ne kaha, “Yeh White House ki taraf se ek bada jhatka hai, jo China ko yeh dikha raha hai ki Nvidia aur dusre tech companies ke liye ab ‘Do Not Enter’ ka sign lag gaya hai.”
Trade Talks Ki Umeed, Lekin Risk Bhi Hai
Trump administration ne China ko semiconductor exports par nayi restrictions laga di hain, jismein Nvidia ke H20 chip aur AMD ke MI308 products bhi shaamil hain. Ab in companies ko license lena hoga, tabhi woh export kar payenge. Yeh Washington aur Beijing ke beech tech jung ka ek naya chapter hai. Udhar, ASML ki orders analyst estimates se kam rahi, aur company ko abhi yeh pata nahi hai ki tariffs ka kya asar hoga.
Tech Sector Ki Giraavat, Market Mein Tension
Solus Alternative Asset Management ke chief strategist Dan Greenhaus ne kaha, “Tech companies ka equity rally mein bada role raha hai, aur yeh headlines chinta ka vishay hain.”
World Trade Organization ne merchandise trade ke apne forecast ko kam kar diya hai, kyunki US ke tariffs aur badhti uncertainty international commerce ko nuksan pahuncha rahi hai. Organization ko lagta hai ki 2025 mein world merchandise trade 0.2% tak gir sakta hai. Agar US reciprocal tariffs ko aur badhata hai, toh yeh giraavat aur bhi zyada ho sakti hai.
China Baatcheet Ke Liye Taiyar, Lekin Sharton Ke Saath
China ne kaha hai ki agar US officials apni tone ko naram karein, toh woh trade talks ke liye taiyar hai. IUR Capital ke Gareth Ryan ne kaha, “US risk assets ke prati sentiment negative ho raha hai, aur agar agle 90 dino mein trade talks mein koi progress nahi hoti hai, toh equity markets ke liye mushkil ho sakti hai.”
Retail Sales Mein Tezi, Lekin Trade War Ka Darr
March mein US retail sales mein kaafi badhotri hui, khaaskar car aur electronics ki kharidari mein. Isse lagta hai ki consumers tariffs se pehle hi zyada kharch kar rahe hain.
Corporate Insiders Ki Buying, Market Mein Umeed Ki Kiran
Corporate insiders ne apni hi companies ke shares ko pichle 16 mahino mein sabse tezi se khareeda hai, jabki S&P 500 March mein gira tha. Trump ke global tariff rollout ke baad bhi woh shares kharidte rahe.
Kuch Companies Ke Shares Mein Tezi, Kuch Mein Mandi
Hertz Global Holdings Inc. ke shares mein tezi dekhi gayi, jabki JB Hunt Transport Services Inc. ke shares gire, kyunki analysts ko tariffs aur economy ka company par asar padne ki chinta hai.
